About the Foundation
Trustees
President - Ernest J. Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA
Ernie Guerriero is director of qualified plans, business markets, for Consolidated Planning, Inc., working with companies and individuals with employer sponsored retirement plans. A thought leader and subject matter expert on the rules and regulations that impact employer sponsored retirement plans (Department of Labor, ERISA, IRS, Treasury), Ernie coaches and assists other professionals in three areas: accumulation, preservation, and distribution planning. His articles have been published in the Journal of Financial Services Professionals and the New York University Review of Employee Benefits and Executive Compensation.
Jacqueline A. Baldwin, FSCP, CLTC
Jacqueline Baldwin is a financial advisor with B & L Financial Architect in South Windsor, Connecticut, where she uses a comprehensive strategy to preserve a quality of life for her clients. She also works with entrepreneurs and small business owners to design and implement retirement plans, succession plans, and key employee financial plans. Jacqueline has over 36 years of experience in the financial services arena. She has served the Society of FSP’s Connecticut Chapter in multiple capacities and currently serves as chapter president. She is an active member of her community having served in leadership roles with the Third Congregational Church of Middletown, and the Connecticut Rivers Council of the Boy Scouts of America.
Troy Branch, JD, CLU, ChFC
Troy Branch is director, Advanced Markets, with Ameritas Life Insurance Company in Lincoln, Nebraska, where he consults with client advisors and insurance professionals. His areas of expertise include nonqualified executive benefits planning, estate planning, wealth management, and risk management. Prior to Ameritas, Troy was a technical/advanced sales consultant at Assurity where he built training programs designed to increase sales with a focus on the small business owner. His speaking appearances include guest lecturing at Texas Tech and the University of Nebraska, Lincoln, where he earned both his undergraduate and law degrees. At the University of Nebraska, Troy was a scholar-athlete, attending on a football scholarship and being recognized as Academic All-American.
James Christian, CLU, ChFC, RICP
Jim Christian graduated from the University of Minnesota and has been serving the community as a financial advisor since 1987. Jim is Series 7, Series 63 and Series 24 licensed serving clients in 16 states. Jim has earned several professional rigorous designations from the American College including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP). He earns 40-80 hours per year of continuing education well beyond the 15 hour per year requirement. These designations and ongoing education provide a wealth of current and practical information to better serve clients.
Jim is actively involved in the Lakeville Rotary Club and was President from 2013-2014. Since 1988 he has been a member of the Society of Financial Service Professionals where he served as President of the Twin Cities Chapter 1997-1999 and National FSP President 2014-2015. He and Julie have 2 grown children, Tyler and Hannah (husband Luke), and after 25 years in Webster, MN now live in northern Apple Valley.
Kelly Dancy, JD
Kelly Dancy is a partner with Walny Legal Group, LLC, in Milwaukee. Her practice areas include estate planning and administration, probate, business succession, and asset protection planning. She has presented on estate planning topics both locally and nationally and has published articles in numerous publications, including the Journal of Financial Service Professionals, Trusts and Estates, and the Wisconsin Lawyer. Her 2015 article on trust situs in the FSP Journal was recognized with the Kenneth Black, Jr. Journal Author award. A native of Indianapolis, Kelly was named an “Up and Coming Lawyer” by the Wisconsin Law Journal in 2016 and a “Super Lawyer Rising Star” for 2017.
Jessie G. Dogillo, CFP, CLU, ChFC, AEP
Jesse Dogillo is founder of Bay Area Financial Advisers where his practice focuses on financial and wealth planning for individuals and small business owners. Jesse is contracted with the Secretary of Defense’s Office of Financial Readiness to promote financial literacy to U.S. military service members and is a member of the Round Table Group, a consortium of expert witnesses providing litigation support to both plaintiff and defense attorneys. In 2020, he was appointed by the California Insurance Commissioner as a member of the curriculum board which oversees the development of education for agents, brokers, and those seeking professional designations. He also shares his expertise as an instructor at the University of California, Santa Cruz, Silicon Valley Campus.
Thomas J. Fridrich, JD, CLU, ChFC
Thomas J. Fridrich, JD, CLU, ChFC, is an advanced markets specialist focusing on estate planning. Tom received his Bachelor of Arts degree from the University of Nebraska at Lincoln in 1992-majoring in Political Science and Philosophy. He received his Juris Doctorate degree from the University of Nebraska College of Law in 1995.
His current responsibilities include case consultation with agents involving diverse topics including retirement, estate and business planning. He provides additional support through case consultation, product and concept illustration, training, and marketing support.
Tom grew up in Omaha and still resides there. He has two daughters and one son.
Andrew J. Rinn, JD, CLU, ChFC, CFP
Andrew Rinn is AVP, Advanced Sales Strategy for Sammons Financial Group, based in Lincoln, Nebraska, where he leads a team of credentialed individuals exclusively focused on meeting the complete educational and training needs of modern advisors. His areas of expertise include wealth preservation, estate planning, business planning, and executive benefits. Prior to joining Sammons, Andrew was vice president of Advanced Solutions & Design with Ameritas. He is a frequent author in publications such as Life Insurance Selling, Senior Market Advisor, and the Journal of Financial Service Professionals, and speaks regularly at industry meetings. He is past president of FSP’s Central Iowa Chapter and currently has leadership roles with the American Cancer Society and FSP/NAIFA’s Advanced Practice Center. He is a graduate of Drake University School of Law and Midland University.
Kirk Sadilek, AIF, ChFC, CLU, RICP, CFP
Kirk brings over 35 years of valuable financial industry experience to Basepoint Wealth, an Iowa-based firm where he serves as a Senior Wealth Advisor. Before joining Basepoint, he had a distinguished 22-year tenure at Principal Financial, during which he qualified for the Court of the Table and achieved a 15-year qualification for the Million Dollar Round Table (MDRT). Kirk graduated from Central College in Pella, IA, where he played college baseball, before returning to his hometown of Cedar Rapids to begin his career. He and his wife, Wendy, enjoy spending quality time with their five adult children.
Kirk is also active in his community and professional affiliations. He is involved with the Catholic Foundation in the Archdiocese of Dubuque, Variety – The Children's Charity, and the FSP Eastern Iowa Chapter, where he is a past board member. Additionally, he is a member of the Cedar Rapids Estate Planning Council and was appointed to the national board of the Society of Financial Service Professionals in 2022.